Special Needs Trusts

Dan Kautz is the youngest of six children and acts as Guardian and Trustee for his older sister and brother who are profoundly disabled. Through his personal life experience, he has dedicated a portion of his practice and developed a great enthusiasm, to work with families who have loved ones with disabilities. He works closely with attorneys who specialize in this field to help build, fund and maintain Supplemental Needs Trusts.

What is a Special Needs Trust?

A Supplemental Needs Trust or Special Needs Trust is commonly referred to as an “SNT.” The trust outlines legal parameters and duties for the assistance of the beneficiary. An SNT can own many types of assets including, but not limited to: cash, bonds, stocks and real estate. The assets owned by the SNT will be recorded under the SNT’s Tax ID number allowing the individual with disabilities to still obtain SSI and Medicaid.

Who Needs a Supplemental Needs Trust?

An individual with disabilities who is over-resourced or needs to obtain or protect government entitlements.

When does a client need a Supplemental Needs Trust?

A client should always set up an SNT as soon as possible. The most common situation is when the parents of a child with disabilities are planning for the future. Another instance is when an individual with disabilities is applying for government entitlements such as SSI and Medicaid. A lawsuit settlement may also involve the need for an SNT.

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